Summit Financial Strategies, Inc. Ishares Tr Tips Bd ETF Transaction History

Summit Financial Strategies, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$105.01 - $107.23 $5,880 - $6,004	-56 Reduced 1.71%	3,212 $342,000
Q1 2024 May 09, 2024	BUY	$105.69 - $108.04 $22,406 - $22,904	212 Added 6.94%	3,268 $351,000
Q4 2023 Feb 13, 2024	BUY	$102.12 - $107.97 $81,389 - $86,052	797 Added 35.28%	3,056 $328,000
Q3 2023 Oct 24, 2023	BUY	$103.4 - $107.7 $1,861 - $1,938	18 Added 0.8%	2,259 $234,000
Q2 2023 Jul 21, 2023	BUY	$107.1 - $111.15 $428 - $444	4 Added 0.18%	2,241 $241,000
Q1 2023 Apr 21, 2023	SELL	$106.24 - $110.25 $12,217 - $12,678	-115 Reduced 4.89%	2,237 $246,000
Q4 2022 Jan 20, 2023	SELL	$104.91 - $110.18 $123,898 - $130,122	-1,181 Reduced 33.43%	2,352 $0
Q3 2022 Oct 21, 2022	BUY	$104.9 - $118.23 $173,399 - $195,434	1,653 Added 87.93%	3,533 $371,000
Q2 2022 Jul 25, 2022	BUY	$113.44 - $123.09 $29,494 - $32,003	260 Added 16.05%	1,880 $214,000
Q1 2022 May 04, 2022	SELL	$122.95 - $129.16 $3,811 - $4,003	-31 Reduced 1.88%	1,620 $202,000
Q4 2021 Feb 03, 2022	SELL	$127.7 - $130.86 $27,710 - $28,396	-217 Reduced 11.62%	1,651 $213,000
Q2 2021 Aug 11, 2021	BUY	$125.2 - $128.01 $233,873 - $239,122	1,868 New	1,868 $239,000

1,091

107M

312K

185K

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